Wealth Advisors of Tampa Bay, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,270 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.

Quarter-by-quarter ownership
Wealth Advisors of Tampa Bay, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$244,000
-5.4%
9100.0%0.07%
+4.8%
Q4 2021$258,000
+20.0%
910
-14.6%
0.06%
-58.3%
Q3 2018$215,000
+3.4%
1,0660.0%0.15%
-5.0%
Q2 2018$208,0001,0660.16%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Pachira Investments Inc. 152,236$27,235,00024.00%
ARKANSAS FINANCIAL GROUP, INC. 276,435$49,454,00022.32%
Lee Financial Co 315,797$56,496,00018.23%
Tarbox Family Office, Inc. 217,016$38,824,00017.02%
Affiance Financial, LLC 114,958$20,566,00016.56%
Connecticut Wealth Management, LLC 154,145$27,859,00016.37%
Legacy Wealth Management, Inc 355,437$63,587,00016.18%
EVERMAY WEALTH MANAGEMENT LLC 199,280$35,651,00015.48%
Acropolis Investment Management, LLC 508,376$90,948,00014.88%
Lenox Wealth Advisors, LLC 255,820$45,775,00014.11%
View complete list of ISHARES TR shareholders